Oxford Wealth Group’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.28M Buy
2,426
+5
+0.2% +$2.63K 0.83% 27
2024
Q3
$1.2M Sell
2,421
-1,031
-30% -$509K 0.97% 30
2024
Q2
$1.52M Buy
3,452
+1,227
+55% +$541K 1.05% 29
2024
Q1
$1.07M Buy
+2,225
New +$1.07M 0.98% 29